TLDR from the Virtuals - Tom Lee / @fs_insight Discussion;
➥ Monday November 3rd at 11am ET.
➥ Tom Lee provided an intro and then Tom Couture ran the interview with Jansen (@ethermage).
➥ Jansen gave a background to Virtuals including how it arrived on what we see today.
➥ Increasing trust in this sort of system involved removing humans from the loop. Blackchain and smart contracts are perfect for this.
➥ @virtuals_io is the largest tokenised agentic ecosystem in the world. Unicorn solves the distribution and capital formation issues, whilst ACP gives agents space to operate.
➥ Butler creates a human window into the agentic world being built.
➥ The Facticity/ @ArAIstotle team were used as a working example of an agent on the protocol.
➥ Jansen highlighted that versus the competition, Virtuals are the only entity cover the full range of the agentic commerce chain -> Find, coordinate, pay, and query any dispute!
➥ Nobody is as advanced as Virtuals in terms of testing things live with specialized agents. Being liver results in Virtuals being able to iterate faster.
➥ Value accrual back to the token was highlight. Fees from trading, ACP, and then veVirtual all help the Virtuals chart.
➥ The 2% veVirtual airdrop system was highlighted as a good mechanism for distribution. Teams all start with thousands of holders.
➥ The path towards robotics was also highlighted. The team felt for some time that the Virtuals offering aligned really well with robotics.
➥ When asked about what gaps currently exist across the fleet of active agents, Jansen noted that highly complex trading made simple, is a continued focus.
➥ Tom Lee (@fundstrat) joined back in on the meeting later. He highlighted that;
↠ Stocks would rally through until the end of the year
↠ 2026 will see the agentic economy burst into the main stream. Virtuals will be primed for this.
↠ ETH should have a big bounce back coming sometime this week. ETH at $3600 is a steal. ETH could be $9000 by January!
↛. About an hour in total. As you can maybe take from the above, this was a high level overview with a lot of it being known to us in the ecosystem already. The audience here however stretched beyond ecosystem natives. This was an platform to spread the word further about Virtuals and with the bullish sentiment outlined by Tom Lee, it highlighted the protocol in a great light.
There isn't currently a replay of the webinar but Fundstrat are likely to make that available soon.
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